See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,316 | $158,817-77.1% | $121,196-70.0% | $135,375-73.2% |
| Participation rate | 95.0% | 79.3%+15.7pp | 71.7%+23.3pp | 82.6%+12.4pp |
| Annual return | -3.60% | -0.64%-3.0pp | 16.93%-20.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,218 | $5,665-43.2% | $4,022-20.0% | $4,779-32.7% |
| Participant deferral / active EE | $5,959 | $4,005+48.8% | $3,344+78.2% | $5,609+6.3% |
| Admin fee / account holder | $18,061 | $6,512+177.3% | $5,019+259.8% | $10,827+66.8% |